Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Aubrey Monette Padilla is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses. Padilla has two years of industry experience, including roles at New York Life and NYLIFE Securities LLC. Prior to entering the financial services industry, Padilla worked at AGM Ventures and Generika Drugstore. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Ameritas since 2017 across multiple affiliated entities and independently operates Susan Russo Financial, focusing on divorce financial planning as a certified divorce financial analyst. Additionally, she has experience supporting a landscape design and architecture company in an administrative role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a variety of managed account programs and third-party solutions to support portfolio construction and management, with a structure that includes affiliated insurance and investment entities.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been with Voya since 2020 and previously worked at Optum and CDL. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual, institutional, and high-net-worth clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains both investment adviser and broker-dealer registrations.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

John Fitzsimons IV is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and CWM since 2025. Fitzsimons is the owner of Anabasis, Inc., a consulting business, and has served in the US Army National Guard since 2003. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts on a discretionary basis using model portfolios and multiple investment strategies.

Donna Hernandez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns a rental property in Hawthorne, NY, which she manages jointly with her husband. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory and execution services. The firm utilizes multi-asset, multi-manager strategies with comprehensive internal oversight and also provides specialized roles such as swap dealing and futures commission merchant services.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at VOYA since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. He also operates as an independent insurance agent, focusing on the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based relationships.

Richard Hassan is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates from 2016 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Nicholas Strang is a CFP® and Series 63 credentialed advisor with 11 years of industry experience, currently serving at Hightower Advisors since 2020. His prior work includes roles at Lincoln Financial Advisors Corporation and Steward Redevelopment LLC. He is also licensed as an insurance agent, offering various insurance products including accident and health, disability, fixed annuities, traditional life, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering access to a wide range of investment vehicles and strategies with a focus on comprehensive portfolio management and retirement plan consulting.

Naomi Tanabe is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and People’s United Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program using both discretionary and non‑discretionary approaches, supported by third‑party platform and manager arrangements.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Aaron Young is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he serves as a Power of Attorney for an elderly family member, assisting with general life and health matters. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions tailored to both high-net-worth and ultra-high-net-worth clients.

Chunlong Yang is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Altera Digital Health and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary program options.